Tearsheet
BBUC Home Investment Highlights Valuation, Metrics & Events Price Chart Why The Stock Moved Return vs. Risk About BBUC Interactive Breakdown Better Bets vs. BBUC Latest Trefis Analyses Trade Ideas More From Trefis Peer Comparisons FDIC Bank Data FDA Approved Drugs Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Insider Activity Trade Sentinel Industry Resource Links External Quote Links

Brookfield Business (BBUC)

Market Price (2/14/2026): $34.11 | Market Cap: $2.4 Bil
Sector: Financials | Industry: Asset Management & Custody Banks

Brookfield Business (BBUC)

Market Price (2/14/2026): $34.11
Market Cap: $2.4 Bil
Sector: Financials
Industry: Asset Management & Custody Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Low stock price volatility
Vol 12M is 40%		 Weak multi-year price returns
3Y Excs Rtn is -2.8%		 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 309%
1 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Solar Energy Generation, Wind Energy Development, Show more.		  Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 26x
2   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.9%, Rev Chg QQuarterly Revenue Change % is -24%
3   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -49%
4   Significant short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 26.23
5   Key risks
BBUC key risks include [1] persistent net losses with no clear profit growth drivers, Show more.
0 Low stock price volatility
Vol 12M is 40%
1 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, and Sustainable Infrastructure. Themes include Solar Energy Generation, Wind Energy Development, Show more.
2 Weak multi-year price returns
3Y Excs Rtn is -2.8%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 309%
4 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 26x
5 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.9%, Rev Chg QQuarterly Revenue Change % is -24%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -49%
7 Significant short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 26.23
8 Key risks
BBUC key risks include [1] persistent net losses with no clear profit growth drivers, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Brookfield Business (BBUC) stock has lost about 5% since 10/31/2025 because of the following key factors:

1. Brookfield Business Corporation (BBUC) reported a significant miss on its Q4 2025 diluted earnings per share (EPS), coming in at -$0.03 against a forecast of $0.56, despite a strong revenue surge of 221% to $7.09 billion. This substantial earnings miss likely dampened investor confidence, as profitability lagged behind revenue growth.

2. The company experienced a notable decline in key profitability metrics, with Q4 2025 operating profit decreasing by 276.43% and net income attributable to common shareholders falling by 104.53% year-over-year. Furthermore, full-year Adjusted EBITDA declined to $2.4 billion in 2025 from $2.6 billion in 2024, indicating broader profitability challenges.

Show more

Stock Movement Drivers

Fundamental Drivers

The -6.3% change in BBUC stock from 10/31/2025 to 2/14/2026 was primarily driven by a -6.4% change in the company's Total Revenues ($ Mil).
(LTM values as of)103120252142026Change
Stock Price ($)36.3934.11-6.3%
Change Contribution By: 
Total Revenues ($ Mil)8,2407,713-6.4%
P/S Multiple0.30.30.1%
Shares Outstanding (Mil)70700.0%
Cumulative Contribution-6.3%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/14/2026
ReturnCorrelation
BBUC-6.2% 
Market (SPY)-0.0%46.7%
Sector (XLF)-1.4%40.9%

Fundamental Drivers

The 11.3% change in BBUC stock from 7/31/2025 to 2/14/2026 was primarily driven by a 17.1% change in the company's P/S Multiple.
(LTM values as of)73120252142026Change
Stock Price ($)30.6534.1111.3%
Change Contribution By: 
Total Revenues ($ Mil)8,3097,713-7.2%
P/S Multiple0.30.317.1%
Shares Outstanding (Mil)72702.4%
Cumulative Contribution11.3%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/14/2026
ReturnCorrelation
BBUC11.3% 
Market (SPY)8.2%43.0%
Sector (XLF)-1.1%36.2%

Fundamental Drivers

The 44.1% change in BBUC stock from 1/31/2025 to 2/14/2026 was primarily driven by a 42.4% change in the company's P/S Multiple.
(LTM values as of)13120252142026Change
Stock Price ($)23.6834.1144.1%
Change Contribution By: 
Total Revenues ($ Mil)7,9457,713-2.9%
P/S Multiple0.20.342.4%
Shares Outstanding (Mil)73704.2%
Cumulative Contribution44.1%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/14/2026
ReturnCorrelation
BBUC44.1% 
Market (SPY)14.3%60.4%
Sector (XLF)1.4%59.0%

Fundamental Drivers

The 55.5% change in BBUC stock from 1/31/2023 to 2/14/2026 was primarily driven by a 29.4% change in the company's P/S Multiple.
(LTM values as of)13120232142026Change
Stock Price ($)21.9334.1155.5%
Change Contribution By: 
Total Revenues ($ Mil)6,6887,71315.3%
P/S Multiple0.20.329.4%
Shares Outstanding (Mil)73704.2%
Cumulative Contribution55.5%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/14/2026
ReturnCorrelation
BBUC55.6% 
Market (SPY)74.0%53.2%
Sector (XLF)47.7%53.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
BBUC Return--32%26%5%49%-2%30%
Peers Return66%-29%44%24%-23%-8%48%
S&P 500 Return27%-19%24%23%16%-0%82%

Monthly Win Rates [3]
BBUC Win Rate-30%58%50%58%0% 
Peers Win Rate70%37%63%60%43%10% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
BBUC Max Drawdown--35%-24%-20%-9%-5% 
Peers Max Drawdown-6%-36%-5%-6%-37%-15% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: CODI, DHR, ROP, KKR, BX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/13/2026 (YTD)

How Low Can It Go

Unique KeyEventBBUCS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-58.3%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven140.0%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven665 days464 days

Compare to CODI, DHR, ROP, KKR, BX

In The Past

Brookfield Business's stock fell -58.3% during the 2022 Inflation Shock from a high on 3/25/2022. A -58.3% loss requires a 140.0% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Brookfield Business (BBUC)

Brookfield Business Corporation focuses on healthcare, construction, and wastewater services in the United States, Europe, Australia, the United Kingdom, Canada, and Brazil. It operates through three segments: Business Services, Infrastructure Services, and Industrials. The company operates 42 hospitals; offers construction services for office, residential, hospitality and leisure, social infrastructure, retail, and mixed-use properties; and provides nuclear technology services, such as fuel, maintenance services, engineering solutions, instrumentation and control systems, and manufactured components for nuclear power plants. It also engages in the collection, treatment, and distribution of water and wastewater to the residential and governmental customers. The company was incorporated in 2021 and is headquartered in New York, New York.

AI Analysis | Feedback

  • Berkshire Hathaway for industrial and service businesses.

AI Analysis | Feedback

Major Products and Services of Brookfield Business Corporation (BBUC):

  • Business Services: Provides a range of essential operating and technical services, including facilities management, real estate services, and consulting.
  • Infrastructure Services: Offers services critical to infrastructure, such as utility management, data infrastructure services, and logistics solutions.
  • Industrials: Manufactures and supplies various engineered products and components, including graphite electrodes, automotive parts, and specialized industrial materials.
  • Energy Transition Services: Delivers services and produces components that support the global shift to sustainable energy sources and related industries.

AI Analysis | Feedback

Brookfield Business Partners (Symbol: BBUC)

Brookfield Business Partners (BBUC) operates a diverse portfolio of businesses across various sectors, including business services, industrials, and infrastructure services. Through its underlying operating companies, BBUC primarily sells to other businesses (B2B) and, in some cases, to government entities. Due to the highly diversified nature of its global operations, which encompass numerous distinct businesses, BBUC does not have a small number of identifiable "major customers" that account for a significant portion of its consolidated revenue. Each of its operating companies serves its own broad and diverse customer base within its respective industry. For example: * **Business Services:** Customers include corporations, healthcare providers, and government agencies that utilize services such as facilities management, logistics, and water utility services. * **Industrials:** Customers include manufacturers, construction companies, and automotive original equipment manufacturers (OEMs) who purchase products like graphite electrodes, specialty chemicals, and construction materials. Therefore, it is not possible to list specific major customer companies and their symbols, as BBUC's revenue is generated from thousands of customers across its extensive portfolio of businesses.

AI Analysis | Feedback

null

AI Analysis | Feedback

Anuj Ranjan, Chief Executive Officer

Anuj Ranjan joined Brookfield Asset Management in 2006 and leads its global private equity group, also serving as a managing partner of the parent company. As CEO of Brookfield Business Partners, he is responsible for the investments, operations, and expansion of the Private Equity business. His leadership is characterized by strategic foresight and operational expertise, focusing on acquiring and operationally transforming businesses. He has held several senior roles across the organization, including CEO of Brookfield's Private Equity business.

Jaspreet Dehl, Chief Financial Officer

Jaspreet Dehl was appointed Chief Financial Officer of Brookfield Business Partners in September 2018. She is also a Managing Partner in Brookfield's Private Equity Group. Ms. Dehl joined Brookfield in 2011 and has since held various senior finance positions within Brookfield's Private Equity and Private Funds groups. Before her tenure at Brookfield, she was part of the financial advisory services practice at Deloitte, where she specialized in corporate restructuring services and transaction execution services for private equity clients. This background demonstrates a pattern of managing companies backed by private equity firms.

Cyrus Madon, Executive Chairman

Cyrus Madon has served as the Executive Chairman of Brookfield Business Partners since February 2024. He joined Brookfield in 1998 and is a Managing Partner of Brookfield Asset Management Ltd. and Executive Chairman of Brookfield's Private Equity Group. In this capacity, he is responsible for developing strategy and providing investment oversight, review, and approval, working alongside the CEO. Mr. Madon previously held the role of CEO of Brookfield's Private Equity business.

Adrian Letts, Managing Partner of Private Equity & Head of Global Business Operations

Adrian Letts serves as a Managing Partner of Private Equity and is the Head of Brookfield Business Partners' Global Business Operations team. He provides updates on the progress of the company's recent acquisitions.

Alan Matthew Fleming, Managing Partner of Private Equity & Managing Director of Investor Relations

Alan Matthew Fleming is a Managing Partner of Private Equity and the Managing Director of Investor Relations for Brookfield Business Corporation. In his role, he is responsible for cultivating and maintaining strong relationships with the company's diverse investor base, communicating Brookfield's strategic direction, financial performance, and growth opportunities.

AI Analysis | Feedback

Key Risks to Brookfield Business (BBUC)

  1. Persistent Net Losses and Lack of Visible Profit Growth Drivers: Brookfield Business (BBUC) has experienced persistent net losses and a lack of clear drivers for profit growth, which poses a significant risk to its valuation and financial performance. Recent financial reports indicate a drop in sales and widening net losses, suggesting ongoing financial headwinds.
  2. Holding Lower-Quality Assets and Complex Corporate Structure: BBUC is noted to hold lower-quality assets, and its intricate corporate structure, along with discretionary asset allocation by Brookfield, may result in BBUC acquiring less attractive investments compared to Brookfield Business Partners (BBU). This raises concerns about the potential for future returns and the quality of its investment portfolio.
  3. Significant Debt Load and Financial Stress within Portfolio Companies: The company faces risks associated with a substantial on-balance-sheet debt load and potential off-balance-sheet liabilities. Furthermore, its portfolio is heavily weighted with companies that have "deep junk" credit ratings, indicating a heightened risk of default. Recent investment failures, such as Healthscope and Altera Investment, underscore these financial vulnerabilities.

AI Analysis | Feedback

null

AI Analysis | Feedback

null

AI Analysis | Feedback

Brookfield Business (symbol: BBUC) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic acquisitions, operational enhancements, capital recycling, and organic growth within key segments.

Here are 3-5 expected drivers of future revenue growth:

  • Strategic Acquisitions: Brookfield Business actively pursues and completes strategic acquisitions to expand its portfolio and enhance revenue. The company recently completed the acquisition of a Canadian residential and multi-family mortgage lender, and has invested in other strategic growth acquisitions, such as First National Financial. This strategy of integrating new businesses into its operations is a significant driver for future revenue.
  • Operational Enhancements and AI Implementation: The company is focused on enhancing the operational performance of its existing businesses and leveraging technology for efficiency. Brookfield Business aims for continued AI-driven productivity improvements and operational efficiencies across its portfolio. This focus is intended to optimize current assets and drive increased earnings and cash flows.
  • Capital Recycling and Reinvestment: Brookfield Business employs a strategy of capital recycling, generating funds from its capital recycling program and reinvesting this capital into strategic growth initiatives and acquisitions. This continuous process allows the company to reallocate capital to higher-growth opportunities and further expand its operations.
  • Organic Growth in Key Segments: Certain segments within Brookfield Business's portfolio are expected to contribute to organic revenue growth. For instance, the advanced energy storage operation has shown strong performance driven by growing demand, increased volumes of advanced batteries, and a positive shift towards higher-margin products. Similarly, the residential mortgage insurance segment continues to benefit from resilient demand, including from first-time homebuyers. These specific areas of strength within existing businesses are anticipated to drive revenue expansion.

AI Analysis | Feedback

Share Repurchases

  • Brookfield Business Corporation (BBUC) renewed its share repurchase program in August 2025, authorizing the buyback of up to 3,499,836 exchangeable shares, representing 5% of outstanding securities, through August 2026.
  • Under a previous normal course issuer bid from August 2024 to August 2025, BBUC repurchased a total of 2,957,523 Exchangeable Shares at a weighted average price of US$25.93 per share.
  • In the first quarter of 2025, BBUC repurchased $33 million in exchangeable shares.

Share Issuance

  • No significant share issuances for capital raising by Brookfield Business Corporation were identified within the last 3-5 years. The number of shares outstanding for BBUC decreased by 4.05% in one year.

Inbound Investments

  • No significant third-party inbound investments directly into Brookfield Business Corporation were identified within the last 3-5 years.

Outbound Investments

  • In July 2022, Brookfield Business Corporation, along with institutional partners, completed the acquisition of CDK Global for a total consideration of $8.3 billion.
  • BBU invested $146 million for an 11% interest in the privatization of First National Financial Corporation, a Canadian residential and multi-family mortgage lender, which was completed in October 2025.
  • In the second quarter of 2025, BBU invested $300 million to acquire two market-leading businesses.

Capital Expenditures

  • Brookfield Business Corporation's capital expenditures were -$274.00 million in the last 12 months leading up to November 2025.
  • Capital expenditures for property, plant, and equipment and intangible assets amounted to -$10 million in the first quarter of 2025.

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Brookfield Business Stock Jump Looks Great, But How Secure Is That Gain?10/17/2025
2Day 8 of Gains Streak for Brookfield Business Stock with 17% Return (vs. 39% YTD) [8/20/2025]08/21/2025
3Day 7 of Gains Streak for Brookfield Business Stock with 16% Return (vs. 38% YTD) [8/19/2025]08/20/2025
4Better Bet Than BBUC Stock: Pay Less Than Brookfield Business To Get More From GOOGL, ADBE 08/12/2025
5Better Bet Than BBUC Stock: Pay Less Than Brookfield Business To Get More From AON, IBKR 08/12/2025
6Better Bet Than BBUC Stock: Pay Less Than Brookfield Business To Get More From HLNE 08/12/2025
7Why Brookfield Business Stock Moved: BBUC Stock Has Gained 99% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)08/08/2025
8Brookfield Business (BBUC) Valuation Ratios Comparison08/08/2025
9Brookfield Business (BBUC) Operating Cash Flow Comparison02/17/2025
10Brookfield Business (BBUC) Net Income Comparison02/15/2025
11ARTICLES 
12BBUC Stock Up 17% after 8-Day Win Streak08/21/2025
13BBUC Stock Up 16% after 7-Day Win Streak08/20/2025
Title
0DASHBOARDS
1Brookfield Business Stock Jump Looks Great, But How Secure Is That Gain?
2Day 8 of Gains Streak for Brookfield Business Stock with 17% Return (vs. 39% YTD) [8/20/2025]
3Day 7 of Gains Streak for Brookfield Business Stock with 16% Return (vs. 38% YTD) [8/19/2025]
4Better Bet Than BBUC Stock: Pay Less Than Brookfield Business To Get More From GOOGL, ADBE 
5Better Bet Than BBUC Stock: Pay Less Than Brookfield Business To Get More From AON, IBKR 
6Better Bet Than BBUC Stock: Pay Less Than Brookfield Business To Get More From HLNE 
7Why Brookfield Business Stock Moved: BBUC Stock Has Gained 99% Since 2022 Fiscal End, Primarily Due To Favorable Change In Price To Sales Multiple (P/S)
8Brookfield Business (BBUC) Valuation Ratios Comparison
9Brookfield Business (BBUC) Operating Cash Flow Comparison
10Brookfield Business (BBUC) Net Income Comparison
11ARTICLES
12BBUC Stock Up 17% after 8-Day Win Streak
13BBUC Stock Up 16% after 7-Day Win Streak

Trade Ideas

Select ideas related to BBUC.

Unique Key

Recent Active Movers

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons

Peers to compare with:

Financials

BBUCCODIDHRROPKKRBXMedian
NameBrookfie.Compass .Danaher Roper Te.KKR Blacksto. 
Mkt Price34.116.39212.25321.41101.73129.54115.63
Mkt Cap2.40.5150.834.690.6101.462.6
Rev LTM7,7131,89924,2687,72116,72311,3769,549
Op Inc LTM92-224,6132,172426-426
FCF LTM--85,0172,4065,0863,6523,652
FCF 3Y Avg--915,6121,9953,1613,8073,161
CFO LTM-536,3182,5245,2663,7573,757
CFO 3Y Avg--366,8972,1013,2963,9503,296

Growth & Margins

BBUCCODIDHRROPKKRBXMedian
NameBrookfie.Compass .Danaher Roper Te.KKR Blacksto. 
Rev Chg LTM-2.9%27.3%2.2%14.0%-26.7%21.9%8.1%
Rev Chg 3Y Avg9.9%0.7%-1.9%14.1%44.5%7.7%8.8%
Rev Chg Q-23.9%3.5%4.4%14.3%15.5%-6.9%4.0%
QoQ Delta Rev Chg LTM-6.4%0.9%1.1%3.4%4.6%-1.7%1.0%
Op Mgn LTM1.2%-1.2%19.0%28.1%2.5%-2.5%
Op Mgn 3Y Avg5.1%-1.2%21.0%28.3%7.4%-7.4%
QoQ Delta Op Mgn LTM-0.3%-1.0%0.6%0.1%2.7%-0.1%
CFO/Rev LTM-2.8%26.0%32.7%31.5%33.0%31.5%
CFO/Rev 3Y Avg--2.8%30.3%30.4%13.3%43.5%30.3%
FCF/Rev LTM--0.4%20.7%31.2%30.4%32.1%30.4%
FCF/Rev 3Y Avg--6.0%24.7%28.9%12.5%41.8%24.7%

Valuation

BBUCCODIDHRROPKKRBXMedian
NameBrookfie.Compass .Danaher Roper Te.KKR Blacksto. 
Mkt Cap2.40.5150.834.690.6101.462.6
P/S0.30.36.24.55.48.94.9
P/EBIT26.0-5.233.915.19.8-15.1
P/E-2.2-2.443.122.038.637.429.7
P/CFO-9.123.913.717.227.017.2
Total Yield-44.4%-40.7%2.3%5.5%3.3%8.1%2.8%
Dividend Yield0.5%0.6%0.0%1.0%0.7%5.4%0.7%
FCF Yield 3Y Avg--5.8%3.4%3.8%1.9%3.3%3.3%
D/E3.43.90.10.30.60.10.4
Net D/E3.13.80.10.3-0.90.10.2

Returns

BBUCCODIDHRROPKKRBXMedian
NameBrookfie.Compass .Danaher Roper Te.KKR Blacksto. 
1M Rtn-6.9%18.3%-11.5%-22.4%-22.5%-18.5%-15.0%
3M Rtn2.7%11.1%-3.9%-28.3%-15.0%-7.3%-5.6%
6M Rtn10.0%-12.9%0.9%-39.1%-28.4%-23.0%-18.0%
12M Rtn29.9%-69.1%3.5%-43.6%-27.3%-18.7%-23.0%
3Y Rtn66.7%-67.6%-5.7%-22.4%76.7%47.1%20.7%
1M Excs Rtn-2.2%19.9%-9.5%-22.9%-21.7%-16.1%-12.8%
3M Excs Rtn5.2%15.6%-2.9%-29.0%-17.0%-9.0%-6.0%
6M Excs Rtn7.1%-19.9%-4.4%-44.2%-35.9%-30.0%-24.9%
12M Excs Rtn23.6%-81.6%-7.3%-55.9%-39.6%-29.7%-34.7%
3Y Excs Rtn-2.8%-133.7%-73.3%-89.5%12.6%-15.6%-44.4%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil202420232022
Single Segment7,6836,803 
Total7,6836,803 


Price Behavior

Price Behavior
Market Price$34.12 
Market Cap ($ Bil)2.4 
First Trading Date03/04/2022 
Distance from 52W High-9.4% 
   50 Days200 Days
DMA Price$35.91$32.88
DMA Trendupup
Distance from DMA-5.0%3.8%
 3M1YR
Volatility33.3%40.3%
Downside Capture173.14111.16
Upside Capture175.10124.45
Correlation (SPY)51.4%60.5%
BBUC Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta0.600.971.371.341.241.33
Up Beta-1.12-1.312.161.711.191.24
Down Beta0.280.831.401.551.411.33
Up Capture105%150%102%130%157%260%
Bmk +ve Days11223471142430
Stock +ve Days10213372139363
Down Capture161%155%122%102%102%108%
Bmk -ve Days9192754109321
Stock -ve Days10202853111385

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with BBUC
BBUC36.8%40.3%0.87-
Sector ETF (XLF)1.6%19.3%-0.0459.4%
Equity (SPY)14.0%19.4%0.5560.4%
Gold (GLD)74.3%25.3%2.175.5%
Commodities (DBC)7.0%16.7%0.2420.1%
Real Estate (VNQ)7.9%16.6%0.2845.6%
Bitcoin (BTCUSD)-29.8%44.9%-0.6528.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with BBUC
BBUC4.1%42.8%0.24-
Sector ETF (XLF)12.4%18.7%0.5452.8%
Equity (SPY)13.3%17.0%0.6252.5%
Gold (GLD)22.1%17.0%1.0614.3%
Commodities (DBC)10.5%18.9%0.4417.6%
Real Estate (VNQ)5.2%18.8%0.1847.9%
Bitcoin (BTCUSD)8.3%57.2%0.3722.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with BBUC
BBUC2.0%42.8%0.24-
Sector ETF (XLF)13.8%22.2%0.5752.8%
Equity (SPY)15.6%17.9%0.7552.5%
Gold (GLD)15.3%15.6%0.8214.3%
Commodities (DBC)8.1%17.6%0.3817.6%
Real Estate (VNQ)6.4%20.7%0.2747.9%
Bitcoin (BTCUSD)67.9%66.7%1.0722.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date1302026
Short Interest: Shares Quantity2.3 Mil
Short Interest: % Change Since 11520263.5%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest26.2 days
Basic Shares Quantity70.0 Mil
Short % of Basic Shares3.2%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

Expand for More
Report DateFiling DateFiling
09/30/202511/06/20256-K
06/30/202508/08/20256-K
03/31/202505/06/20256-K
12/31/202404/01/202520-F
09/30/202411/13/20246-K
06/30/202408/08/20246-K
03/31/202405/07/20246-K
12/31/202303/01/202420-F
09/30/202311/07/20236-K
06/30/202308/09/20236-K
03/31/202305/09/20236-K
12/31/202203/17/202320-F
09/30/202211/07/20226-K
06/30/202208/05/20226-K
03/31/202205/13/20226-K
12/31/202103/30/202220-F

Industry Resources

External Quote Links


Prefer one of these to Trefis? Tell us why.